We are currently experiencing increased error rates due to Amazon servers impacting our online services. These errors may cause issues with our Cloud services hosted in Amazon. Technicians are currently working to resolve these issues as fast as possible and expect all services to be restored shortly. We apologize for the inconvenience and thank you for your patience!

Upcoming Schedule: In observance of the holiday season, our office will close on Tuesday, December 19th at 1:00PM EST. Should you have a critically urgent support issue, please leave a voicemail with your name, business name or customer ID, and a brief description of your issue and one of our support specialists will return your voicemail within one business day. We will re-open for normal business hours on Wednesday, December 20th at 9:00AM EST. Thank you for your understanding, and we hope that you have a warm and safe holiday!

System Maintenance is scheduled between Sunday night, September 17th, 9:00 pm EST and Monday morning, September 18th, 12:00 am EST. Customers may experience a brief interruption in our Cloud, Remote Access, Online Booking, and other online services during this time frame. We don't expect any long outages and all services should be restored quickly. We apologize for any inconvenience this may cause and thank you for your service and patience.

All of our services have been restored after a brief interruption that impacted our Cloud online services. This interruption occurred between 9:45 a.m. and 10:55 a.m. EST on September 18th. We apologize for the inconvenience and thank you for your patience!

Importing Overview

These instructions will show you how to format data and database tables from another program, such as another database program or Microsoft Excel, properly to be imported into your Cloud software. A separate file is required for each list of information that can be imported. At minimum, each of the following fields from the list below must be present for a new record to be created successfully in a table:

The database table fields are indicated by the Column in Database in each of the tables below. The software will only import a tab delimited or CSV text file. If you are using a spreadsheet or database program for creating your files for importing, make sure to save a copy of each file as a Text (tab delimited) file and use this for importing. We recommend naming each file you create the same as the data type you will be importing.

Importing Your Files

Log into your account at your software's online website.

Select the Options button.

Click Support then Import My Data on the left.

Select the badge icon for the data type you would like to import.

Select the desired option for handling duplicate entries.

Click Import [Data Type Name].

Select the file you created or exported from another database program.

Match the column names in your uploaded file with the corresponding fields to be created in your software database. It's possible your file contains names that are different from what will be created. (This is okay! All you have to do is choose the ones that correspond. See the next section with detailed descriptions for assistance.)

Click Continue Importing.

Repeat steps 4-9 until all data types are imported.

​Data Type Formatting Tables

​Clients

Column in Database

Description

Type

Example

Address

Address

Text

123 Anystreet

Address2

Second line of address

Text

Apt. 201

CellPhone

Cell phone number

Text

(555) 555-1212

City

City

Text

Anytown

Class

Class or category. Short phrase describing the type of service the client frequents